Future-You-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  null,
  null,
  "MUB",
  "META",
  "IJH",
  null,
  null,
  "MSFT",
  "DLN",
  "IJR",
  "IWD",
  null,
  null,
  "EEM",
  "IWF",
  null,
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  null,
  "PKG",
  "IEFA",
  "RELX",
  "GLD",
  "VNQ",
  "VWO",
  null,
  "ULTA",
  "AMZN",
  null,
  "VEA",
  "VBR",
  "VOO",
  "V",
  "ESGU",
  null,
  "DFAX",
  "DFAC",
  "EFA",
  "QQQ",
  "GOOG",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 46
Total Value: 156113114
Accession Number: 0001667731-25-000574
Form Type: 13F-HR
CIK: future-you-wealth
Manager Name: Future-You-Wealth

Data Enrichment

76% identified

35 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

46 positions • $156.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMAZON COM INC

AMZN|023135106

Shares:4.8K

Value:$911.2K

% of Portfolio:0.6% ($911.2K/$156.1M)

SPDR GOLD TRUST

GLD|78463V107

Shares:3.0K

Value:$875.4K

% of Portfolio:0.6% ($875.4K/$156.1M)

464287465

EFA|464287465

Shares:10.2K

Value:$833.9K

% of Portfolio:0.5% ($833.9K/$156.1M)

Alphabet Inc.

GOOG|02079K107

Shares:5.0K

Value:$784.6K

% of Portfolio:0.5% ($784.6K/$156.1M)

25434V807

Shares:18.8K

Value:$739.0K

% of Portfolio:0.5% ($739.0K/$156.1M)

46436E411

Shares:11.5K

Value:$690.3K

% of Portfolio:0.4% ($690.3K/$156.1M)

464287507

IJH|464287507

Shares:11.5K

Value:$669.3K

% of Portfolio:0.4% ($669.3K/$156.1M)

25434V724

Shares:15.2K

Value:$627.1K

% of Portfolio:0.4% ($627.1K/$156.1M)

922908363

VOO|922908363

Shares:1.1K

Value:$561.9K

% of Portfolio:0.4% ($561.9K/$156.1M)

NVIDIA CORP

NVDA|67066G104

Shares:5.0K

Value:$546.3K

% of Portfolio:0.3% ($546.3K/$156.1M)

PACKAGING CORP OF AMERICA

PKG|695156109

Shares:2.3K

Value:$463.4K

% of Portfolio:0.3% ($463.4K/$156.1M)

464287804

IJR|464287804

Shares:4.2K

Value:$443.4K

% of Portfolio:0.3% ($443.4K/$156.1M)

464288414

MUB|464288414

Shares:3.7K

Value:$392.1K

% of Portfolio:0.3% ($392.1K/$156.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.6K

Value:$389.2K

% of Portfolio:0.2% ($389.2K/$156.1M)

46435G425

ESGU|46435G425

Shares:3.1K

Value:$379.1K

% of Portfolio:0.2% ($379.1K/$156.1M)

46438F101

Shares:7.4K

Value:$348.1K

% of Portfolio:0.2% ($348.1K/$156.1M)

RELX PLC

RELX|759530108

Shares:6.7K

Value:$335.5K

% of Portfolio:0.2% ($335.5K/$156.1M)

25434V880

DFAX|25434V880

Shares:12.7K

Value:$332.3K

% of Portfolio:0.2% ($332.3K/$156.1M)

464287614

IWF|464287614

Shares:774

Value:$279.5K

% of Portfolio:0.2% ($279.5K/$156.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.5K

Value:$257.2K

% of Portfolio:0.2% ($257.2K/$156.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	4.8K	QoQ +24.03% (+928) YoY-	All Managers (Combined)	$911.2K	0.6% ($911.2K/$156.1M)	QoQ +7.56% (+$64.1K) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	3.0K	QoQ -26.35% (-1.1K) YoY-	All Managers (Combined)	$875.4K	0.6% ($875.4K/$156.1M)	QoQ -12.34% (-$123.3K) YoY-
(EFAcusip464287465)	10.2K	QoQ -3.27% (-345) YoY-	All Managers (Combined)	$833.9K	0.5% ($833.9K/$156.1M)	QoQ +4.55% (-$36.4K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	5.0K	QoQ +38.34% (+1.4K) YoY-	All Managers (Combined)	$784.6K	0.5% ($784.6K/$156.1M)	QoQ +13.49% (+$93.3K) YoY-
(cusip25434V807)✕	18.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$739.0K	0.5% ($739.0K/$156.1M)	QoQ +10.93% (+$72.8K) YoY-
(cusip46436E411)✕	11.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$690.3K	0.4% ($690.3K/$156.1M)	QoQ -7.87% (-$59.0K) YoY-
(IJHcusip464287507)	11.5K	QoQ NEW(+11.5K) YoY-	All Managers (Combined)	$669.3K	0.4% ($669.3K/$156.1M)	QoQ NEW(+$669.3K) YoY-
(cusip25434V724)✕	15.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$627.1K	0.4% ($627.1K/$156.1M)	QoQ +0.70% (+$4.4K) YoY-
(VOOcusip922908363)	1.1K	QoQ +11.71% (+115) YoY-	All Managers (Combined)	$561.9K	0.4% ($561.9K/$156.1M)	QoQ +6.12% (+$32.4K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	5.0K	QoQ -23.79% (-1.6K) YoY-	All Managers (Combined)	$546.3K	0.3% ($546.3K/$156.1M)	QoQ -38.49% (-$342.0K) YoY-
PACKAGING CORP OF AMERICA(PKGcusip695156109)	2.3K	QoQ -1.68% (-40) YoY-	All Managers (Combined)	$463.4K	0.3% ($463.4K/$156.1M)	QoQ -13.52% (-$72.4K) YoY-
(IJRcusip464287804)	4.2K	QoQ +71.56% (+1.8K) YoY-	All Managers (Combined)	$443.4K	0.3% ($443.4K/$156.1M)	QoQ +55.68% (+$158.6K) YoY-
(MUBcusip464288414)	3.7K	QoQ -31.52% (-1.7K) YoY-	All Managers (Combined)	$392.1K	0.3% ($392.1K/$156.1M)	QoQ -32.23% (-$186.5K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.6K	QoQ -1.73% (-28) YoY-	All Managers (Combined)	$389.2K	0.2% ($389.2K/$156.1M)	QoQ +0.55% (-$2.2K) YoY-
(ESGUcusip46435G425)	3.1K	QoQ +73.78% (+1.3K) YoY-	All Managers (Combined)	$379.1K	0.2% ($379.1K/$156.1M)	QoQ +64.52% (+$148.7K) YoY-
(cusip46438F101)✕	7.4K	QoQ +0.89% (-66) YoY-	All Managers (Combined)	$348.1K	0.2% ($348.1K/$156.1M)	QoQ -10.97% (-$42.9K) YoY-
RELX PLC(RELXcusip759530108)	6.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$335.5K	0.2% ($335.5K/$156.1M)	QoQ +10.98% (+$33.2K) YoY-
(DFAXcusip25434V880)	12.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$332.3K	0.2% ($332.3K/$156.1M)	QoQ +5.39% (+$17.0K) YoY-
(IWFcusip464287614)	774	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$279.5K	0.2% ($279.5K/$156.1M)	QoQ -10.08% (-$31.3K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	1.5K	QoQ -5.45% (-87) YoY-	All Managers (Combined)	$257.2K	0.2% ($257.2K/$156.1M)	QoQ -3.88% (-$10.4K) YoY-